See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,305 | $165,984-87.8% | $164,813-87.7% | $145,922-86.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 77.47% | 100.03%-22.6pp | 69.93%+7.5pp | 561.29%-483.8pp |
| Employer contribution / active EE | $1,188 | $5,273-77.5% | $4,341-72.6% | $4,660-74.5% |
| Participant deferral / active EE | $6,076 | $6,959-12.7% | $6,031+0.7% | $6,688-9.2% |
| Admin fee / account holder | $698 | $16,648-95.8% | $12,690-94.5% | $13,397-94.8% |